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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Drill, Baby Drill is in the Ditch. Why Aren’t Producers Ramping Up Production Quickly?
Blackfin Pipeline (Montgomery County, TX) The Trump Administration’s energy industry motto has long been "Drill, Baby Drill!" But why...
Timothy Beggans
Apr 12 min read
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March Madness: Tail Risk
It’s time for March Madness , with natural gas volatility junkies glued to their screens, hunting for the latest Cinderella team ( tail...
Timothy Beggans
Mar 182 min read
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LNG Expansion Accelerates as Developers Push Forward
The race to expand U.S. LNG export capacity is intensifying as developers advance projects under a supportive policy environment. Several...
Timothy Beggans
Mar 112 min read
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Behind the Meter Generation: How Natural Gas Fuels AI Growth Until Nuclear Scales Up
Source: GROK The explosion of AI and cloud computing has created an unprecedented demand for reliable, low-cost power. Data centers—the...
Timothy Beggans
Feb 171 min read
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Alaska LNG: A Strategic Opportunity Amid U.S.-Japan Trade Talks
Source: GROK The long-anticipated Alaska LNG project is gaining momentum, and in light of proposed Trump tariffs, Japan is reportedly...
Timothy Beggans
Feb 32 min read
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Oklo and RPower - Phased Energy Model
Source: Oklo The rapid growth of data centers and other energy-intensive industries has highlighted the urgent need for innovative,...
Timothy Beggans
Jan 202 min read
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Pokey Puppy: Gulf LNG - The Last U.S. Import Terminal Poised for Export Transformation
Source: Google Maps The Gulf LNG terminal in Pascagoula, Mississippi, stands as a curious relic of a bygone energy era. Once built to...
Timothy Beggans
Jan 132 min read
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The Death of Seasonality
Source: GROK The shale revolution has transformed natural gas into a cornerstone of manufacturing, significantly boosting U.S. liquefied...
Timothy Beggans
Dec 30, 20242 min read
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Green (Energy) or Green (Profits)? Is There an Alternative Solution?
Could the AI industry speed up coal plant retirements by replacing them with natural gas facilities at the same sites? For tech giants...
Timothy Beggans
Oct 27, 20242 min read
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